Emerald Growth Fund (HSPGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HSPGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HSPGX
HSPGX charges 1.03% annually. There are 68 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | HSPGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | HSPGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | HSPGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | HSPGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | HSPGX vs VISGX |
Best Risk-Adjusted Alternatives to HSPGX
HSPGX has a PortfoliosLab risk / return rank of 88. There are 8 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | HSPGX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | HSPGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | HSPGX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | HSPGX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | HSPGX vs OBMCX |
Top Performing HSPGX Alternatives (YTD)
HSPGX is at 34.80% YTD. There are 18 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | HSPGX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | HSPGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | HSPGX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | HSPGX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | HSPGX vs OBMCX |
Lowest Volatility Alternatives to HSPGX
HSPGX has 26.53% 1-year volatility. There are 140 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | HSPGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | HSPGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | HSPGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | HSPGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | HSPGX vs NBGIX |
Lowest Drawdown Alternatives to HSPGX
HSPGX has a 1-year max drawdown of -14.41%. There are 107 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | HSPGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | HSPGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | HSPGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | HSPGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | HSPGX vs RFIMX |
Other Mutual Funds from Emerald
The 2 most viewed Emerald mutual funds shown here include FGROX, HSSAX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Emerald Growth Fund Institutional Class | Small Cap Growth Equities | 89 | 35.00% | — | Oct 2008 | HSPGX vs FGROX | |
| Emerald Finance and Banking Innovation Fund | Financials Equities | 7 | 0.60% | — | Feb 1997 | HSPGX vs HSSAX |
Often Compared With HSPGX
Investors most often compare HSPGX with DMCRX, RYVPX, ASMOX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare HSPGX with Any Fund or Stock
Compare HSPGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HSPGX with funds that move differently
Emerald Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HSPGX.
Explore HSPGX Diversifiers